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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,182 | $94,031+134.2% | $115,768+90.2% | $82,448+167.1% |
| Participation rate | 33.3% | 70.4%-37.1pp | 74.4%-41.1pp | 68.1%-34.7pp |
| Annual return | 17.69% | 20.61%-2.9pp | 100.46%-82.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,247 | $2,323-46.3% | $2,940-57.6% | $2,551-51.1% |
| Participant deferral / active EE | $3,414 | $3,972-14.0% | $4,917-30.6% | $4,139-17.5% |
| Admin fee / account holder | $668 | $10,249-93.5% | $12,439-94.6% | $7,234-90.8% |